SLI

Sumitomo Life Insurance Portfolio holdings

AUM $1.47B
1-Year Est. Return 20.66%
This Quarter Est. Return
1 Year Est. Return
+20.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.49B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$97.5M
2
+$23.8M
3
+$22.1M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$18.9M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$6.81M

Top Sells

1
+$104M
2
+$27.6M
3
+$4.12M
4
AMZN icon
Amazon
AMZN
+$3.3M
5
V icon
Visa
V
+$2.2M

Sector Composition

1 Technology 7.78%
2 Financials 4.56%
3 Healthcare 4.26%
4 Consumer Discretionary 3.89%
5 Communication Services 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$396K 0.02%
18,442
-401
277
$393K 0.02%
+2,536
278
$342K 0.01%
4,425
-94
279
$295K 0.01%
6,495
-308
280
$263K 0.01%
+9,700
281
$205K 0.01%
6,761
-272
282
– –
-6,046
283
– –
-6,276
284
– –
-9,226
285
– –
-817,428
286
– –
-7,676
8 9 10 11
12